Financial Advisor/Annuities Sales

We are looking for a highly qualified Insurance Agents and/or Financial Advisors to work our existing client base selling annuities. While we do offer a host of senior market insurance products which may provide you with ancillary income opportunities, the primary focus of this position is on the sale of financial products for estate and income planning purposes.

We will provide you with the tools needed to succeed. Appointment setters put you in front of qualified clients who want to speak with you. Case managers help you create the perfect plan for your clients and chase the paperwork for you.

Because our reputation with these clients is valuable, we are not looking to hire just anyone with a license. We are searching for highly qualified and experienced individual with a proven record of success.

Requirements:

Candidates should have at least 2 years prior experience

Hold an active Life/Health license

Be willing to run a minimum of 10-12 appointments per week

Travel moderately with occasional overnight stay

Possess excellent communication and closing skills

Be self-motivated, hard-working, ethical, and able to work independently

Hold or be willing to obtain a Series 65 within 60 days

Hold or be willing to obtain a RICP (Retirement Income Certified Professional) Designation within one year

If our opportunity sounds like a fit for you and you would like to learn more, please apply now or call (800) 589-2999 . You may also schedule an appointment directly at https://calendly.com/hlaplante/financial-planning